NTRS · News · 20260806N

Geographic Market Commentary

NORTHERN TRUST CORP · 2026-08-06 · Importance 35 · Surprise 48

Northern Trust’s Canada Universe data showed a median Canadian pension-plan return of 6.6% in the second quarter and 6.8% year-to-date through June 30, 2026. Emerging-market investments gained 26.2%, exceeding the 10% materiality threshold and contributing significantly to portfolio performance. The results were attributed to strong equity-market performance, particularly in technology-heavy sectors, despite geopolitical and inflation concerns.

Key facts

• The median pension plan in the Northern Trust Canada Universe returned 6.6% for the second quarter and 6.8% year-to-date, as of June 30, 2026. source
• Emerging-market stocks gained 26.2% in Northern Trust Q2 data. source